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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the period I bought a starter position in Honeywell (“HON”). HON is a...
— Aaron Sallen
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Other investors who've written on Honeywell International Inc.
More institutional theses from Merion Road Capital
Butler National posted robust quarterly results, led by exceptional aerospace revenue growth and significant margin expansion. The manager sees...
The manager established a new position in Frequency Electronics, a specialist in high-precision space and defense timing devices that is poised to benefit from defense-spending tailwinds in electronic warfare and satellite infrastructure. Supported by activist...
The manager believes Honeywell Aerospace's post-spin-off lackluster performance and conservative management guidance have created a low bar for the company to easily outperform. Trading at a...